Social Investment Managers and Advisors, LLC

Fee-Only (% of Portfolio)

Social Investment Managers & Advisors (SIMA) is an investment fund manager and advisor that prioritizes social objectives by integrating them into the financial goals of businesses. SIMA invests in innovative companies that aim to improve the lives of low-income customers. SIMA's teams are located in various countries, including India, Kenya, Pakistan, Nigeria, Mauritius, Uganda, and the US. SIMA manages funds and provides advisory services, including structuring impact investments, evaluating companies, providing financial management, and developing impact investing programs.

Assets Under Management$93M
Clients7
AdvisorsN/A
Avg. per Client$13M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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